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Case study 05  Deep dive

Design Operations Hub

A design-operations concept that connects people, projects, vendors, capacity and planning into one operating view for distributed design teams.

Real operational problem  Self-initiated internal-tool concept / POC

One operating view of a distributed design team: resource cards for full-time and contract designers with their location, vendor and allocation, capacity bars by project with one person overallocated, and a renewal timeline where a contract end leaves a project gap
Role
Product / UX Design, as the design leader with the problem
Users
Design managers and leaders; design ops, resource managers, team leads
Domain
Design operations
Scope
Team, vendors and contracts, project allocation, capacity, planning and spend
Status
Self-initiated internal-tool concept / POC

00  At a glance

The case in six lines

Product
One operating view for a distributed design organization
Users
Design managers and leaders; design operations, resource managers and team leads; leadership read-only
My contribution
Operating model, information architecture, workflows, dashboards and the concept prototype
Evidence
My own experience managing full-time and contract designers across countries, vendors and time zones
Status
Self-initiated internal-tool concept / POC, not a deployed system
Validation
Adoption, time savings and integrations are unvalidated

01  Operating problem

The problem was not lack of information.

I managed full-time and contract design resources across multiple countries, vendors, time zones, projects, rates and renewal cycles. The information needed to run the team was fragmented, so every leadership question meant reconstructing the picture from scattered tools.

The information lived in
Collaboration tools
Documents
Spreadsheets
Shared drives
Vendor and SOW information
Project assignments
Performance notes
Availability and time off

The real problemThere was no single operating view of the design organization.

The core question

How do you turn fragmented team, vendor, project and budget information into one operating system for design leadership?

Thesis A design team should be managed from one operational view, not reconstructed from scattered tools every time a leader asks a question.

My role

A design leader building the tool I needed

I defined the product concept from problems I encountered while managing a distributed design organization. I mapped the information leaders repeatedly needed, organized it into an operating model, designed the workflows and dashboards, and built the concept prototype.

Self-initiated internal-tool concept / POC. It was inspired by my real design-management responsibilities and operating pain, but it was not a formally deployed enterprise system. Every person, vendor, project, date and cost shown here is invented.

02  What I needed to manage

The real challenge was not tracking designers. It was understanding the relationships between people, projects, vendors, capacity and cost.

Every staffing or budget question touched several of these at once:

  • Who is on the team
  • Who employs them
  • What they cost
  • What they are working on
  • Their availability
  • Contract / SOW timing
  • Workload
  • Performance and growth notes
  • Upcoming staffing risks

Who it is for

Built for the people who run the design organization

Roles, not personas: these were never validated as research personas.

Primary

Design managers and leaders

  • Run the team day to day
  • Answer leadership questions
  • Plan staffing and renewals

Secondary and read-only

Operations, planning and leadership

  • Design operations / program managers
  • Resource managers
  • Team leads
  • Product and business leadership, read-only

03  Product model

Seven connected parts, one operating view

People → Vendors → Projects → Capacity → Spend → Performance → Planning. The system map shows what the product holds; the workflow shows how a leader moves through it.

  1. PeopleWho do we have?
  2. VendorsWho employs them, on what terms?
  3. ProjectsWhat are they working on?
  4. CapacityWho has room, and who is overloaded?
  5. SpendWhat does it cost?
  6. PerformanceHow is each person growing?
  7. PlanningWhat do we need next?

One operating viewEvery part answers its question in relation to the others.

The workflow

Six steps that loop back to planning

Plan → Staff → Assign → Monitor → Review → Renew.

  1. PlanForecast needs by project and quarter
  2. StaffFull-time hires and contract resources
  3. AssignPeople to projects, by allocation
  4. MonitorCapacity, workload and time off
  5. ReviewGoals, growth and coaching
  6. RenewContracts and SOWs, before they lapse

Renew feeds the next Plan: the workflow is a loop, not a checklist.

04  Information architecture

Six product areas

Product areas, not navigation labels: each one is a different lens on the same connected records.

  1. 01Team overview

    • Full-time and contract resources
    • Role and discipline
    • Geography and time zone
    • Status and availability
  2. 02Vendor & contract management

    • Vendor
    • Contract / SOW dates
    • Renewal timing
    • Rate and cost visibility
    • Assigned resources
  3. 03Project allocation

    • Project
    • Assigned designers
    • Allocation
    • Workload
    • Capacity
  4. 04Resource planning

    • Available, partially allocated, overallocated
    • Upcoming needs
    • Time off and availability
  5. 05Performance & development

    • Goals
    • Review notes
    • Growth and coaching
    • Shown here without any real performance information
  6. 06Spend & planning

    • Vendor and resource cost roll-up
    • Budget visibility
    • Renewal exposure
    • Synthetic numbers only

05  Key design decisions

I stopped designing another dashboard and started designing an operating model.

The value is not a prettier roster. The value is in connecting the records a leader otherwise reconciles by hand.

What I stopped designing

Another dashboard

  • A prettier roster
  • Numbers without the relationships behind them

What I designed instead

An operating model that connects

  • Who is on the team
  • Who employs them
  • What they cost
  • What they are working on
  • Their availability
  • Contract / SOW timing
  • Workload
  • Performance and growth notes
  • Upcoming staffing risks

06  Team, vendor & project workflows

Key design moments

People-centered operations and collaborative planning, not HR software. Each screen is recreated as concept UI with invented people, vendors, projects, dates and costs.

A

Team overview

Problem
Leadership questions required reconstructing information from multiple places.
Decision
Create one normalized view of people, role, location, employment type, assignment and availability.
Why
Answer “who do we have and what are they doing?” immediately.
Synthetic data · Concept UI. Team overview: 24 people across six time zones, filterable into full-time, contract and available now. Six resource cards, each with initials, name, role, city and time zone, how they are engaged (full-time, or contract through a named vendor, with a dashed ring for contractors), what they are working on, and their allocation in words, from available to 120% overallocated
B

Capacity and workload

Problem
Headcount does not equal capacity.
Decision
Show allocation and availability across projects.
Why
Make staffing risk visible before someone becomes overloaded or a project lacks coverage.
Synthetic data · Concept UI. Capacity for the next four weeks: a bar per person split by project, with a mark at 100% of their available hours after time off. Two people are overallocated, shown with a hatched segment past the mark and the words 120% and 110%; others are at 90%, 60% and 50%, and one is available. A note explains that time off is already taken out
C

Vendor and contract visibility

Problem
Contract resources bring renewal dates, vendors, rates and SOW dependencies.
Decision
Connect each contractor to vendor, contract period and project assignment.
Why
Resource planning and financial planning become one conversation.
Synthetic data · Concept UI. Vendors and contracts: three fictional vendor cards, each with its contractors as initials, the number of people and contracts, the next contract end and a sample monthly cost, two of them marked renews in 45 or 60 days. Below, a table connects each contractor to their vendor, contract period and project, with the two contracts that end soon highlighted and labeled ends soon
D

Project staffing

Problem
Leaders need to see teams from both directions: project → people and person → projects.
Decision
Support both views.
Why
The organization can understand coverage and competing demand.
Synthetic data · Concept UI. Project staffing in both directions. On the left, project to people: the Partner portal project needs 3.0 full-time equivalents and has 2.5, marked short 0.5, with each assigned person and their share, and actions to find capacity. On the right, person to projects: one contractor split across three projects at 60, 40 and 20 percent, 120% of their available hours
E

Renewal and planning

Problem
Contract expirations become urgent if discovered late.
Decision
Surface upcoming renewal points and staffing implications.
Why
Convert reactive administration into forward planning.
Synthetic data · Concept UI. Renewals and planning for the next quarter: a timeline across November, December and January with a lane per contractor showing their contract period and a diamond where it ends, and a lane for the Partner portal project showing a hatched coverage gap after one contract ends. Below, two staffing implications with their dates and options, renew or backfill, and buttons to start a renewal or plan a backfill
F

Leadership summary

Problem
Senior leaders ask simple questions that require complex data gathering.
Decision
Give a compact executive operating view.
Why
The system translates operational detail into decision-ready information.
Synthetic data · Concept UI. Leadership summary for the quarter: four tiles for 24 people, 14 full-time and 10 contract, 86% of available hours allocated, three contracts ending in the next 60 days, and spend of $236K against a $250K plan, marked sample. A team-mix bar shows 58% full-time and 42% contract, with staffing by project in full-time equivalents, and a list of staffing risks: two people overallocated, three contracts ending and one role to fill. A link shares a read-only view

07  Prototype

An earlier working prototype, kept private

The earlier working prototype is private. It was built as a concept prototype on real organizational information, so it is not shown or linked here. The screens on this page recreate its important views with invented people, vendors, projects, dates and costs.

08  Outcome

What was observed, what the concept shows, and what it doesn’t

No metrics are claimed.

  • Operational problem observed

    • Repeated information gathering
    • Fragmented team, vendor and project data
    • Dependence on multiple files and tools
    • Difficulty seeing capacity and renewal risk in one place
  • POC outcome

    • Unified the operating model
    • Demonstrated relationships between people, vendors, projects, capacity and spend
    • Created a prototype for answering common leadership and resource-planning questions from one place
  • Still unvalidated

    • Adoption
    • Time savings
    • Integration feasibility
    • HR / finance system integration
    • Permission model
    • Data governance
    • Production performance

Reflection

Reflection

Design operations is not a collection of administrative tasks. It is a connected system of people, capacity, projects, vendors and decisions.

The most useful insight was seeing those relationships. Once they became visible, the product structure became much clearer.

Want to talk through the work?

I’m happy to walk through this project, the decisions behind it and what I’d do next, in more detail.